Invesco

Invesco Portfolio holdings

AUM $635B
1-Year Est. Return 27.43%
 

Invesco Ltd., founded in 1978 and headquartered in Atlanta, Georgia, is a global investment management firm managing hundreds of billions in assets across a diverse range of products, including mutual funds, exchange-traded funds (ETFs), and institutional portfolios. Known for its blend of active and passive investment strategies, Invesco serves individual investors, financial advisors, and institutions, with a strong presence in North America, Europe, and Asia, bolstered by acquisitions like OppenheimerFunds in 2019. The firm offers specialized solutions in equities, fixed income, real estate, and alternatives, leveraging its global research capabilities to cater to varying market needs. Invesco’s commitment to innovation and client-focused investing has solidified its reputation as a versatile player in the asset management industry.

This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298B
AUM Growth
+$6.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,782
New
Increased
Reduced
Closed

Top Buys

1 +$421M
2 +$323M
3 +$211M
4
AMZN icon
Amazon
AMZN
+$178M
5
WELL icon
Welltower
WELL
+$175M

Top Sells

1 +$467M
2 +$243M
3 +$236M
4
TGT icon
Target
TGT
+$224M
5
HAR
Harman International Industries
HAR
+$189M

Sector Composition

1 Technology 13.22%
2 Financials 12.94%
3 Healthcare 9.31%
4 Real Estate 8.09%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$649K ﹤0.01%
+6,000
3052
$648K ﹤0.01%
29,623
-844
3053
$648K ﹤0.01%
15,367
-498
3054
$648K ﹤0.01%
10,799
+729
3055
$641K ﹤0.01%
41,716
-343
3056
$640K ﹤0.01%
42,008
-422,138
3057
$638K ﹤0.01%
116,397
-7,194
3058
$638K ﹤0.01%
239,056
-3,476
3059
$636K ﹤0.01%
22,929
-1,609
3060
$635K ﹤0.01%
23,566
-1,571
3061
$635K ﹤0.01%
4,772
-70
3062
$634K ﹤0.01%
12,680
-73,668
3063
$633K ﹤0.01%
107,285
-7,291
3064
$631K ﹤0.01%
57,338
-3,904
3065
$629K ﹤0.01%
195,481
-23,327
3066
$627K ﹤0.01%
88,230
+8,243
3067
$625K ﹤0.01%
20,223
-138
3068
$622K ﹤0.01%
13,012
-1,726
3069
$622K ﹤0.01%
355,457
-14,360
3070
$617K ﹤0.01%
88,515
+15,317
3071
$616K ﹤0.01%
+9,676
3072
$615K ﹤0.01%
115,979
-3,994
3073
$615K ﹤0.01%
+28,432
3074
$614K ﹤0.01%
38,288
+4,164
3075
$607K ﹤0.01%
53,869
-741